Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSHEX (KINETICS SPIN-OFF AND CORPORATE RESTRUCTURING FUND NO LOAD CLASS) | 36.14% | 10.00% | 30.61% | 15.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSHEX (KINETICS SPIN-OFF AND CORPORATE RESTRUCTURING FUND NO LOAD CLASS) | 12/12/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 10.00 | 30.61 | 15.26 | NA | NA | NA | … | … | 36.14 | -19.49 | 82.26 | -19.69 | 39.44 | 42.90 | 5.45 | 31.32 | -8.22 | 2.86 |
| Sharpe Ratio | NA | -0.07 | 0.74 | 0.36 | NA | NA | NA | … | … | 2.18 | -0.55 | 2.34 | -1.00 | 1.08 | 1.35 | 0.11 | 1.63 | -0.53 | 11.83 |
| Standard Deviation(%) | NA | 37.54 | 36.09 | 34.07 | NA | NA | NA | … | … | 43.24 | 41.10 | 33.63 | 23.54 | 35.35 | 31.83 | 45.77 | 18.28 | 18.16 | 6.75 |
| Draw Down(%) | NA | 27.03 | 45.76 | 45.76 | NA | NA | NA | … | … | 24.25 | 37.08 | 30.84 | 29.74 | 17.37 | 21.74 | 50.78 | 15.57 | 31.85 | 0.46 |
| Yield(%) | 0.00 | 7.95 | 10.57 | 6.12 | 6.47 | 4.31 | 3.23 | … | … | 0.00 | 7.54 | 8.10 | 7.06 | 2.26 | 0.15 | 0.60 | 0.00 | 4.02 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHEX (KINETICS SPIN-OFF AND CORPORATE RESTRUCTURING FUND NO LOAD CLASS) |
2.60%
Apr 2021 – Apr 2024 |
9.69%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHEX (KINETICS SPIN-OFF AND CORPORATE RESTRUCTURING FUND NO LOAD CLASS) |
42.10%
Nov 2021 – Nov 2024 |
41.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart